Managing Your SAS Deployment

Adding SAS Products

The topics contained in this section are:

The SAS Deployment Wizard enables you to change your SAS 9.2 deployment. Here are some of the most common scenarios:

configuring new products from your initial SAS 9.2 order.

For one reason or another, you ordered the software and did not install it. Or you installed the software, but chose not to configure it.
deploying additional products from a new SAS 9.2 order.

The additional products are not a part of your original SAS 9.2 order. So you made another order and now have to download and deploy the new order.
re-installing and reconfiguring (redeploying) a SAS product.

You want to move the SAS product to a new machine.
applying updates (maintenance) to a SAS product that requires also updating its configuration.

For some reason, you were unable to finish applying the updates and you need to rerun the SAS Deployment Manager to complete the updates to your configuration.

Most SAS products require that you install and configure them in a two-step process: You shut down the SAS server and middle tiers and run the SAS Deployment Wizard to install the new products. Then, you restart the SAS server and middle tiers and rerun the deployment wizard to configure the newly installed products.

A few products, such as SAS Drivers for ODBC, do not require the configuration step. You simply shut down the SAS server and middle tiers, install the new products, and then restart what you shut down.

About SAS Software Orders and SAS Software Depots

A SAS Software Depot is a file system that consists of a collection of SAS installation files that represents one or more orders. The depot is organized in a specific format that is meaningful to the SAS Deployment Wizard, which is the tool that is used to install and initially configure SAS. The depot contains the SAS Deployment Wizard executable, one or more deployment plans, SAS installation data files, order data, and product data.

A SAS Software Depot is designed to contain your initial SAS 9.2 software order and additional orders that you make in the future. When you download your additional order to your pre-existing software depot, you download only those products that you don't already have. If you are downloading an additional order and creating a new software depot, then your download time could be longer.

When you add a new SAS software order to your pre-existing SAS Software Depot, you run the SAS Download Manager and specify the location of the original depot. For more information, see Create a Depot by Using the SAS Download Manager.

If you decide that you want to create a new SAS Software Depot for your new software order, you also run the SAS Download Manager. However, first make sure that you have fulfilled the necessary requirements described in Prerequisites for Creating a SAS Software Depot.

Add SAS Products that Do Not Require Configuration

Some SAS products such as SAS Drivers for ODBC do not require the SAS Deployment Wizard to configure them. If the products that you are adding to your SAS deployment do not require configuration, follow these steps:

Verify that you have installed all the necessary third-party software outlined in About Installing Third-Party Products.

Note: During the SAS installation, the SAS Deployment Wizard prompts you for paths to the requested third-party software. You must have the necessary third-party software installed on the current machine, or the SAS Deployment Wizard will not let you continue with the installation. In this situation, you will have to end the SAS Deployment Wizard session and install the required third-party software before you can continue.
Make sure that your SAS Software Depot is accessible to all the machines on which you are installing SAS. If this is not possible, then you will have to copy the entire depot to a location that the target machine can access.

For information about copying your depot to a location that is not on your network, see Create a Disc Image of Your Order.
If you are installing a SAS 9.2 product that is not a part of your original order, make sure that you have downloaded the additional order.

For more information, see About SAS Software Orders and SAS Software Depots.
Shut down your SAS server and middle-tier servers.

For more information, see Operating Your Servers in the SAS Intelligence Platform: System Administration Guide.
Log on to the machine as the SAS Installer user.

This is the user with which your SAS deployment was installed. For more information, see Required External User Accounts for SAS.

Start the SAS Deployment Wizard from the highest-level directory in your SAS Software Depot using the command appropriate for your operating system.

Note: If you want to use a different Java Runtime Environment, you must invoke the deployment wizard with a special startup option, -forcejreprompt . For more information, see Specify a Different JRE. [cautionend]

Startup Commands for the SAS Deployment Wizard
Operating System	Command
Windows	setup.exe -record -deploy
UNIX	setup.sh -record -deploy
z/OS	setup.rexx -record -deploy To use a temporary directory other than /tmp, specify -templocation new-temp-dir.

For more information, see Creating SAS Software Depots.

You should see a welcome page similar to the following:

[SAS Deployment Wizard splash screen]

Select the language that you want the SAS Deployment Wizard to use when it displays text.
Select Install SAS Software.
If you have more than one SAS software order in your depot, the wizard prompts you to select the order that you want to install.
If the wizard detects that there are SAS software products in your order that are more recent than what you have deployed on your machine, then the wizard automatically goes into update mode. For more information, see Summary of Adding, Updating, and Upgrading SAS Software.

If you need to install product updates, then follow these steps:
1. Install the updates using the SAS Deployment Wizard.
  
  For more information, see Planning for Maintenance Releases and Product Upgrades for SAS 9.2.
2. When you are finished performing any required manual configuration steps, rerun the SAS Deployment Wizard.
On the Select Deployment Type page, choose Install Additional Software.
(UNIX and z/OS only) Specify the location (SAS Home) where you want to install SAS.
In the Select Products to Install page, select the products that you want to install.

Remember, that the deployment wizard will not configure any of your selections. The wizard only installs the software.
Specify the location of the SAS installation data file that contains information about the software that you have licensed for the current machine.

CAUTION:
If you do not use the installation data file that supports the products you are planning to install and configure on this machine, you might experience errors later when you are trying to use the products.
When you see the Deployment Summary page, the deployment wizard has finished collecting installation input. This is the last opportunity to go back and change any information you have provided in previous pages before the wizard begins writing to your system.

Make one of the following choices:
- Select Start to begin installing SAS files to the current machine.
- Select Back to navigate to earlier wizard pages to change installation information previously entered.
- Select Cancel to terminate the wizard session. Note that you will lose installation information previously entered.
Provide the remaining information as the wizard prompts you for it. For more information, see Install and Configure SAS Interactively.

When you see a page similar to the following, the SAS Deployment Wizard is finished:
Click Next to go to the Additional Resources page.
Click Finish to close the deployment wizard.
Restart your SAS server and middle tiers.

For more information, see Operating Your Servers in the SAS Intelligence Platform: System Administration Guide.

Add SAS Products that Require Configuration

Most SAS products that you add to your deployment require that you install and configure them in a two-step process: you shut down the SAS server and middle tiers and run the SAS Deployment Wizard to install the new products. Then, you restart the SAS server and middle tiers and rerun the deployment wizard to configure the newly installed products. If the products that you are adding to your SAS deployment require configuration, follow these steps:

Verify that you have installed all the necessary third-party software outlined in About Installing Third-Party Products.

Note: During the SAS installation, the SAS Deployment Wizard prompts you for paths to the requested third-party software. You must have the necessary third-party software installed on the current machine, or the SAS Deployment Wizard will not let you continue with the installation. In this situation, you will have to end the SAS Deployment Wizard session and install the required third-party software before you can continue.
Make sure that your SAS Software Depot is accessible to all the machines on which you are installing SAS. If this is not possible, then you will have to copy the entire depot to a location that the target machine can access.

For information about copying your depot to a location that is not on your network, see Create a Disc Image of Your Order.
If you are installing a SAS 9.2 product that is not a part of your original order, make sure that you have downloaded the additional order.

For more information, see About SAS Software Orders and SAS Software Depots.

Make sure that you use a deployment plan that contains any add-on products as well as all original products for each machine that you are configuring.

Where is My Deployment Plan?
SAS 9.2 Products Being Added	Location of My Deployment Plan
Are part of my original SAS 9.2 order	In the plan_files directory in the original SAS Software Depot
Are on a machine where a SAS 9.2 server, middle tier, or data tier already resides	In the SAS configuration directory in the Utilities directory
Are part of my new SAS 9.2 order	In the plan_files directory in the SAS Software Depot

Shut down your SAS server and middle tier servers.

For more information, see Operating Your Servers in the SAS Intelligence Platform: System Administration Guide.
If you have a multiple-machine SAS deployment, it is important to run the SAS Deployment Wizard using your new deployment plan on every machine, following this order:
1. Metadata server
2. SAS servers
3. SAS data servers
4. SAS middle-tier servers
5. SAS clients
If the SAS software requires updates, the the deployment wizard will go into update mode. When you have finished updating, rerun the wizard to install any additional SAS software that the new add-on product might require. Do this on each each machine following the sequence earlier specified.
Log on to the machine as the SAS Installer user.

This is the user with which your SAS deployment was installed. For more information, see Required External User Accounts for SAS.

Start the SAS Deployment Wizard from the highest-level directory in your SAS Software Depot using the command appropriate for your operating system:

Startup Commands for the SAS Deployment Wizard
Operating System	Command
Windows	setup.exe -record -deploy
UNIX	setup.sh -record -deploy
z/OS	setup.rexx -record -deploy To use a temporary directory other than /tmp, specify -templocation new-temp-dir.

For more information, see Creating SAS Software Depots.

You should see a welcome page similar to the following:

[SAS Deployment Wizard splash screen]

Select the language that you want the SAS Deployment Wizard to use when it displays text.
Select Install SAS Software.
If you have more than one SAS software order in your depot, the wizard prompts you to select the order that you want to install.
If the wizard detects that there are SAS software products in your order that are more recent than what you have deployed on your machine, then the wizard automatically goes into update mode.

For more information, see Adding, Updating, and Upgrading SAS Software.

If you need to install product updates, then follow these steps:
1. Install the updates using the SAS Deployment Wizard.
  
  For more information, see Planning for Maintenance Releases and Product Upgrades for SAS 9.2.
2. When you are finished performing any required manual configuration steps, rerun the SAS Deployment Wizard.
On the Select Deployment Type page, choose Perform a Planned Deployment and Install SAS Software.

Note: Make sure that Configure SAS Software is deselected.
(UNIX and z/OS only) Specify the location (SAS Home) where you want to install SAS.
Specify the type of deployment plan you are using.
- customized deployment plan
  
  Choose Specify the full path to a customized deployment plan, and then click Browse to navigate to the plan file.
- standard deployment plan
  
  Choose Select a standard deployment plan, and then choose the appropriate plan in the drop-down list.
Select the machine on which you are installing, and select the SAS products that you want to install, by doing the following:
1. Select the machine on which you are installing software from the Machine drop-down list.
  
  Note: If you are deploying SAS on multiple machines, make sure that you are following the process described in Installation Order Rules for Multiple Machine Deployments.
2. By default, all products displayed will be installed. Leave all products selected. If there are no product changes, then the deployment wizard will not re-install any pre-existing products.
If you are installing SAS on a Windows 64-bit operating system, you will see a wizard page that asks you which mode you want to install SAS Foundation in (32-bit or 64-bit mode). The advantage to installing SAS in 64-bit mode is that you can access memory beyond the four GB limit imposed by the 32-bit Windows operating system. For more information, consult the deployment wizard online Help.
Specify the location of the SAS installation data file that contains information about the software that you have licensed for the current machine.

CAUTION:
If you do not use the installation data file that supports the products you are planning to install and configure on this machine, you might experience errors later when you are trying to use the products.
(z/OS only) Provide input for the following prompts:

Note: For more information, see the Configuration Guide for SAS 9.2 Foundation for z/OS, available on the SAS Install Center (http://support.sas.com/documentation/installcenter/).
- FTP Batch Generation
  
  Specify the fully qualified host name or IP address of the z/OS mainframe machine on which you are deploying SAS. Also supply a valid user ID and password with which the SAS Deployment Wizard will FTP deployment information to the mainframe machine.
- Specify Jobcard Information
  
  Specify the job account, programmer name, message class, message level, time, and region values. For more information, consult your z/OS documentation.
- Select Installation Action
  
  Choose A - Install a new SAS system.
- Specify New Installation Qualifier
  
  Specify the path where you want to install SAS. You can also choose to require Storage Management Subsystem (SMS) parameters. For more information, consult your z/OS documentation.
- Specify IBM's SMS Parameters
  
  If you chose to require Storage Management Subsystem (SMS) parameters on the previous page, enter them here. For more information, consult your z/OS documentation.
- Specify Parameters
  
  These are all parameters that are used in various DD statements throughout the installation. For more information, consult your IBM JCL documentation.
- Specify Entry Point
  
  Specify the parameters for various ways that SAS can be run with different performance implications. Choose SAS (default ENTRY point) to run the unbundled configuration. Choose SASB to run the bundled configuration. Choose SASLPA to run the bundled configuration with some modules installed in the Link Pack Area (LPA).
- Specify Parameters
  
  Specify additional parameters for DD statements. VOLDISK designates the VOLSER that the installed data sets will go to. For more information, consult your IBM JCL documentation.
- Specify Parameters
  
  Specify parameters used for reblocking the SAS load modules to a library with an optimum block size.
Deselect any languages that you do not want SAS to support. By default, SAS attempts to support all languages that your machine's operating system is configured for.
Review the list of required third-party software that is required for the SAS software that you are installing on the current machine. (The list of third-party software depends on the SAS software that you are installing on the current machine.)
In the pages that immediately follow, be prepared to provide paths to these third-party applications. (The number of pages varies depending on the SAS software you are deploying on the current machine.)

Note: You must provide valid paths to the requested third-party software, or the SAS Deployment Wizard will not let you continue with the installation.
The SAS Deployment Wizard has finished collecting installation input. This is the last opportunity to go back and change any information you have provided in previous pages before the wizard begins writing to your system.

Make one of the following choices:
- Select Start to begin installing SAS files to the current machine.
- Select Back to navigate to earlier wizard pages to change installation information previously entered.
- Select Cancel to terminate the wizard session. Note that you will lose installation information previously entered.
When you see a page similar to the following, the SAS Deployment Wizard is finished:
Click Next to go to the Additional Resources page.
Click Finish to close the deployment wizard.
To configure the SAS products that you just installed, proceed to Configure New SAS Products.

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